OPWM
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Oak Point Wealth Management’s Shopify SHOP Stock Holding History

Oak Point Wealth Management’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$6K Buy
+450
New +$5.83K 0.01% 168

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oak Point Wealth Management's SHOP Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in Shopify (SHOP) in Q1 2018: 450 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #168 among its holdings.

335 funds tracked by Wall St. Rank hold SHOP as of Q1 2018.

  • Oak Point Wealth Management held 450 shares of Shopify worth $6K as of Q1 2018.
  • Shopify was a new Oak Point Wealth Management position in Q1 2018.
  • Shopify made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #168 holding.
  • 335 funds tracked by Wall St. Rank held Shopify as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.